Invoicing & Payments
From invoice creation to payment collection — handled in one place. Generate invoices from estimates, accept payments online via Stripe, and track every dollar across your operation.
Every invoice has a clear status
Your team sees exactly where each invoice stands. Auto-generated numbers, due date tracking, and overdue detection keep your receivables organized without manual follow-up.
Invoicing that fits your workflow
Create invoices from approved estimates or from scratch. Apply discounts, calculate tax, and send payment links — all from one screen.
Estimate-to-Invoice
Convert approved estimates into invoices with one click. Line items, pricing, and customer details carry over automatically.
Tax & Discounts
Configurable tax rates per company with a toggle to enable or disable. Apply discount codes at the line item, subtotal, or total level.
Auto-Generated Numbers
Invoice numbers are sequential and unique per company per year. No duplicates, no manual numbering.
Progress Billing
Bill by milestone, percentage completion, or project phase. Parent and child invoices stay linked for clear tracking.
Refund Processing
Process full or partial refunds with reason tracking and timestamp logging. Stripe refunds handled automatically.
Revenue Dashboard
Invoice statistics show total revenue, outstanding balances, and overdue amounts at a glance. Job-level invoicing summaries included.
Bill as work progresses
Not every job is a single-payment transaction. Progress billing lets you invoice in stages — by milestone, by completion percentage, or by project phase. Parent and child invoices stay linked so your books always add up.
One-Time
Standard single-payment invoices
Milestone-Based
Named milestones with ordered billing
Percentage Completion
Bill based on work progress percentage
Phase-Based
Invoice by distinct project phases
Invoice Series — Kitchen Remodel
INV-2026-00041 — Deposit
$3,750.00
INV-2026-00042 — Rough-In
$5,000.00
INV-2026-00043 — Final
$3,750.00
Accept payments online
Connect your Stripe account and start collecting payments immediately. Customers pay via checkout links, saved cards, or the self-service portal. Every payment is recorded automatically.
Checkout Sessions
Send customers a Stripe-hosted payment link directly from the invoice
Saved Payment Methods
Customers save cards for faster checkout on future invoices
Automatic Recording
Stripe payments and receipts sync to the invoice with no manual entry
Refund Tracking
Process refunds with amount, reason, and timestamp recorded in the system
Every way your customers pay
Record payments however they come in — credit card, debit card, cash, check, bank transfer, or ACH. Online payments through Stripe are captured automatically.
Credit Card
Online via Stripe or manual entry
Debit Card
Online via Stripe or manual entry
ACH / Bank Transfer
Recorded manually with reference number
Check
Manual recording with check number
Cash
Manual recording for field payments
Default Method
Customers set a preferred payment method
Let customers pay on their own time
Customers log into their branded portal to view invoices, see payment history, manage saved payment methods, and pay outstanding balances. Less time chasing payments, more time running your business.
Connected to your revenue pipeline
Invoicing is one part of your financial workflow. Estimates, discounts, service agreements, and analytics all tie together.
Estimates & Quoting
Professional estimates with approval workflows that convert directly to invoices.
Customer Portal
Self-service portal where customers view invoices and pay online.
Service Agreements
Recurring contracts with automated billing cycles and MRR tracking.
Discounts
Flexible discount codes with usage limits, scopes, and role-based permissions.
Price Book
Centralized catalog with dynamic pricing referenced by estimate and invoice line items.
Analytics & Reporting
Revenue trends, profitability reports, and outstanding balance tracking.
Scale your financial operations
ProThe Enterprise plan adds project management with budget tracking, contract management with customer approval workflows, and dynamic pricing formulas with cascade support. Available when your operation is ready.
See how Pillar handles your invoicing
Walk through invoice creation, payment collection, and financial reporting with our team. Tailored to how your business bills customers today.